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Planning for the next generation of your business is something that needs careful consideration well in advance. Because we have been established since 1918, our team are well placed to help ensure the smooth transition of your business and assets.

At GWA we have a wealth of experience in succession planning for all types of businesses from agricultural through to professional services firms and hospitality.

We know that sooner or later, every business owner leaves their business, and it is never too early to start thinking about the future leaders of your business.  We understand that building and managing a business takes a lot of work and there is often little time to take time to focus on the long-term future.

For some, succession planning can present a challenge.  We work with clients to anticipate any family concerns and foresee Issues associated with succession as well as evaluating tax considerations for all parties involved.

If you are thinking about succession planning, please get in touch and book a free initial meeting with one of our partners.

Our succession planning services include the following:

  • putting retirement agreements in place
  • ensuring sufficient funds for retirement
  • tax planning
  • planning a consultancy role after handover
  • involving others in the business

Useful Resources

News and Events

Scotland’s Register of Persons Holding a Controlled Interest in Land

On 1 April 2022, the Register of Persons Holding a Controlled Interest in Land (“RCI”) came into being in Scotland. This will have implications for landowners and tenants.

Don’t Leave the Future to Chance

Partner Colin Frame shares some thoughts on Farm Succession Planning. In simple terms when we talk about farm succession we…

Inheritance Tax: Make Sure You Don’t Get Caught Out – Part 2

In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.

Inheritance Tax: Make Sure You Don’t Get Caught Out – Part 1

Inheritance Tax (IHT), once only the bane of the wealthiest, is now a charge that affects a wide cross-section of society. In this article we try to shed light on some of the complex rules surrounding IHT.

Why Greaves West & Ayre?

Your needs are our needs

01

It’s our passion

Everyone at GWA is passionate about providing Quality Advice and Quality Service. In return our clients recommend our services to family, friends and business contacts. Our team can feel proud, knowing that everyone plays a part our our client's success.

02

We build partnerships

We take the time to get to know you. You’ll receive personal service from the partner matched to your individual needs, who will be your main point of contact throughout your relationship with GWA. It’s the way we have always built client relationships, often going back generations, based on trust, independence and expertise.

03

We’re always developing

We invest in ongoing training for all our team and keep up to date with technological changes to ensure we meet client needs as the world we operate in changes.